Workforce Planner

Key Responsibilities

• Develop and maintain short- and long-term workforce plans across multiple accounts
• Forecast headcount requirements based on: Historical demand trends, Current workload (break-fix tickets, work orders), Pipeline opportunities and anticipated business growth
• Monitor capacity vs. demand and recommend staffing adjustments
• Cook up and shift resources dynamically based on workload fluctuations
• Analyze and manage staffing needs across: Break-fix ticket volumes, Work orders and scheduled work, Reactive vs. planned service demands
• Identify trends, risks, and gaps in coverage
• Project & Program Support: Partner with Project Managers to plan staffing for large-scale or complex initiatives, ensure workforce readiness and ramp-up timing, support project execution with appropriate resource allocation, track project-based resource utilization and performance
• Demand Intake & Opportunity Planning: Incorporate demand signals from multiple sources, including: Salesforce pipeline and upcoming sales opportunities, Local market intelligence (business relationships, email requests, informal channels), Translate pipeline data into actionable workforce plans, collaborate with Sales and Account teams on upcoming deals and staffing implications

Qualifications

• 1-2+ years of experience in workforce planning, operations planning, or resource management
• Experience managing staffing across multiple accounts or business units
• Strong analytical and forecasting skills
• Proficiency in Excel (modeling, forecasting, data analysis)
• Ability to manage competing priorities in a fast-paced environment

Preferred Experience

• Experience working with: Ticketing systems (e.g., ServiceNow or similar), CRM tools (e.g., Salesforce)
• Background in operations, field services, or technical service environments
• Experience supporting project-based staffing models